Scott, a Senior Vice President at WealthPlan Advisors, boasts a career spanning over 30 years in the retirement plan and investment business. In 2009, he co-founded WealthPlan Advisors alongside his brother, Todd. Scott's unparalleled expertise shines in his comprehensive knowledge of Qualified/Non-Qualified Retirement Plans, catering to corporations, governments, and nonprofit organizations. Throughout his career, Scott has dedicated himself to assisting organizations in establishing, monitoring, and enhancing their retirement plans. His prominence extends to various local and national retirement plan and investment consultant councils, where he is widely recognized and valued for his co

Scott Schlappi
Senior Vice President, Retirement Plan Services
WealthPlan Advisors
United States, Arizona, Mesa
About Me
Profile Information
Senior Vice President, Retirement Plan Services
WealthPlan Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Mesa
Arizona
United States
Jan 20, 2025
More profiles to browse
Lorraine Downing
Retirement Plan and Investment Consultant
Nate Schlappi
Retirement Plan and Investment Consultant
RH
Rick Horton
CEO, Senior Vice President, Wealth Management Services; Investment Consultant, Chief Compliance Officer
Camryn Holt
Retirement Plan & Investment Consultant
You Might Like
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
JB
Joy Bunzel
Client Services
Sierra Investment Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation